Skip to main content

Family Bereavement Tax Support Service

For individuals who have suffered the loss of a spouse

We understand how upsetting it can be when dealing with the loss of a loved one. There are lots of arrangements and decisions that need to be made, which can be stressful at the best times, let alone at a difficult time like this.

For example did you know that if there is no Will a Personal Representative needs to be appointed to administer the estate of the deceased. And depending upon the likely value of the estate, the Executors may need to obtain a Grant of Probate and make a return for Inheritance Tax purposes?

Dealing with the complications of legal and financial matters can be confusing and stressful – but it doesn’t need to be, our service includes:

  • A non-contentious probate service via our preferred partner Clarke Bell*
  • Liaising with HMRC regarding the deceased to ensure their tax affairs are in order.
  • A review of company structure and liaising with Company’s House with regards to changes in ownership, officers and shareholdings as required.
  • Assistance to the personal representatives or executors to ensure the distribution of the estate is carried out in the most tax efficient way.
  • The processing and filing of the Self Assessment Tax Return for the deceased, up to the date of death, to avoid any HMRC penalties*.

*Additional charges apply

Sign up today for just £200 + VAT

By completing and sending this form you agree to receive a telephone call, postal communication or email from us. If you would also like to receive future news about our products, services and offers please check this box.

Alternatively, if you would like to speak to one of our experts on how our Family Bereavement Support Services could help you, call us on 0161 923 0201 (Option 3).

Back to the Top